Chief Operating Officer

ATLAS Navigators, LLC is a regional firm providing an array of professional services for individuals and small to medium-sized businesses, including tax, accounting, payroll, business valuation, financial planning, wealth management, risk management, and insurance. We value our client relationships and are dedicated to your financial future. ATLAS offers proven solutions, business expertise, and tax experience to help owners create value in their businesses, allowing them to focus on their vision and growth. We operate in 27 locations across 8 states in the USA and have an international presence, including a dedicated office in India.

As we continue to expand our footprint and strengthen our client partnerships, we are seeking a dynamic Chief Operating Officer (COO) to help lead our next phase of growth.

Overview
This is a full-time, on-site executive role. As a key member of the ATLAS leadership team, the Chief Operating Officer (COO) will oversee daily operations, implement strategic initiatives, and drive organizational performance. The COO will collaborate closely with senior leadership to align business operations with the firm’s mission of serving clients with excellence. This role requires a results-driven leader who can enhance efficiency, strengthen cross-departmental collaboration, and foster a culture rooted in accountability, integrity, and service.

This is an exceptional opportunity for a seasoned executive to join a respected, forward-thinking firm during a pivotal period of growth. If you are a visionary leader who combines financial expertise with operational excellence and a passion for guiding people and processes toward shared success, we invite you to apply and help shape the future of ATLAS Navigators, LLC.

Major Responsibilities

• Drive location accountability to specific goals and key performance indicators.
• Assist with all aspects of the Finance and Accounting functions, including reporting, budgeting, forecasting, and cash flow optimization.
• Drive strategic planning, investment evaluation, and M&A initiatives that align with firm objectives.
• Maintain compliance with tax, audit, and regulatory standards while identifying opportunities for process improvement and risk reduction.
• Partner with the Managing Partner and Executive Team to guide growth strategies, performance goals, and profitability targets (gross margin, net income, and EBITDA).
• Inspire, mentor, and develop the Finance team, fostering a culture of excellence, collaboration, and accountability.
• Establish and maintain key financial metrics and performance dashboards for Executive review
• Deliver insightful financial analysis and recommendations to support data-driven strategic decisions.
• Oversee financial stability by managing accounts, negotiating terms, and maintaining optimal credit relationships.
• Design and strengthen internal controls and monitoring systems to protect company assets.
• Contribute subject matter expertise to pricing, bids, and rate strategies.
• Implement robust operational frameworks, administrative procedures, and performance systems to meet and exceed firm objectives.
• Drive firm performance by enhancing revenue, improving efficiency, and ensuring exceptional client service.
• Act as a strategic advisor to senior leadership on operational and business initiatives.
• Build and maintain trusted relationships with stakeholders at the city, state, and regional levels to advance firm growth and visibility.
• Travel up to 50% to firm offices, client sites, and regional events to support strategic initiatives, strengthen partnerships, and ensure alignment with organizational goals.

Knowledge, Skills, and Abilities

• Proven executive leadership experience with a demonstrated ability to drive profitability, efficiency, and organizational growth.
• Expertise in financial strategy, planning, and compliance across federal, state, and local jurisdictions.
• Strong command of financial reporting, performance measurement, and capital management.
• Exceptional leadership and interpersonal communication skills, with the ability to inspire and influence teams at every level.
• Proficiency in CCH Access, Microsoft Office Suite, and modern accounting technologies.
• Skilled negotiator and problem-solver who thrives in a collaborative, fast-paced environment.
• High integrity, sound judgment, and a results-oriented mindset with a commitment to excellence.
• Outstanding organizational, time management, and presentation abilities.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Business Administration, Accounting, or Finance
• CPA preferred, but not required.
• 3–5 years of relevant experience in a similar tax/accounting role is preferred.

BENEFITS:

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401k with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc. Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. 

EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles , religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

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